Institutional shares held 469,942
0 calls
0 puts
Total value of holdings $32.9M
$0 calls
$0 puts
# of Institutions 29


Latest Institutional Activity in ISHG

Top Purchases

Q4 2024
Goldman Sachs Group Inc Shares Held: 15.5K ($1.09M)
Q4 2024
Financial Harvest, LLC Shares Held: 13K ($909K)
Q4 2024
Merriman Wealth Management, LLC Shares Held: 6.52K ($457K)
Q4 2024
Lpl Financial LLC Shares Held: 13.3K ($933K)
Q4 2024
Lfa Lugano Financial Advisors Sa Shares Held: 1.1K ($77.1K)

Top Sells

Q4 2024
Checchi Capital Advisers, LLC Shares Held: 208K ($14.6M)
Q4 2024
Jane Street Group, LLC Shares Held: 41.1K ($2.88M)
Q4 2024
Morgan Stanley Shares Held: 23.3K ($1.63M)
Q4 2024
Mc Lean Asset Management Corp Shares Held: 17.4K ($1.22M)
Q4 2024
Ubs Group Ag Shares Held: 2.39K ($168K)

About ISHG

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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